Journey from Customizable Forecasting to Collaborative Forecasting in Lightning
Customers moving from customizable to collaborative forecasting should be congratulated on the decision to move to the best in class forecasting solution available in the CRM industry. Moving to collaborative forecasting changes the way users and managers operate their forecasts. The migration from customizable to collaborative forecasting is a significant undertaking with huge benefits. Learn how Salesforce's org went through this transformation and we would like to share best practices and lessons learned to ensure a smooth transition.